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2021-03-31-accounts

Page
1-4 Trustees'AnnualReport
5 IndependentExaminer'sReport
6 StatementofFinancialActivities
7 BalanceSheet
8-13 NotestotheAccounts

Unrestricted Unrestricted
Funds Funds
2021 2020
Notes £ £
Incomefrom:
Donationsandlegacies 3 90,219 118,521
Investments 4 15,740 20,227
TotalIncome 105,959 138,748
Expenditure.on:
Raisingfunds 5 4,312 4,484
Charitableactivities 6 111,854 116,810
Total Expenditure 116,166 121,294
Netgains/(losses)oninvestments 9 157,979 (110,938)
NetmovementinFunds 147,772 (93,484)
Reconciliationoffunds
Totalfundsbroughtforwardasat1stApril2020 615,082 708,566
Totalfundscarriedforwardat31stMarch2021 762,854 615,082

3 DonationsandLegacies 2021 2020
£ £
*Donations 90,219 118,521
90,219 118,521

Investments Valueat Purchases
Sales

Realised

Unrealised
Valueat
01/04/20
atcost
proceeds iains/(Losses) iains/(Losses) 31/03/20
£
£

£

£

£
£
Listed:
TotalPropertyFunds 26,988
0

0

0

6,375
33,363
TotalOverseasBonds 62,100
3,789

0

0

6,053
71,942
TotalOverseasIncome 216,931
0

37,889

3,186

61,206
243,434
TotalUKEquities&Income 290,549
141,601
116,500
9,805

71,355
396,810
596,568
145,390
154,388
12,991

144,988
745,549

2021 2020
SchroderInvestmentMgmt 6.18% 0.00%
FindlayParkplc 7.94% 7.77%
AllianceTrustplc 6.55% 0.00%
JanusHenderson 0.00% 7.92%
11 Currentassets-amountsduewithinoneyear 2021 2020
Debtors: £ £
InvestmentIncomereceivable 0 185
Otherdebtors 0 28
n O4o
12 Cashatbankandinhand 2021 2020
£ £
Cashatbank 19,159 21,301
19,159 21,301